Electromobility
Commented by Stefan Feulner on August 9th, 2023 | 08:40 CEST
BYD, Defense Metals, Rheinmetall - Rare opportunities
In the race to meet climate targets, both politics and business are entering uncharted territory. The rapid departure from fossil fuels calls for alternative energy sources, increasing dependence on metallic raw materials, especially copper, cobalt, nickel and rare earth metals. But these essential resources, predominantly sourced from China, pose not only economic but also security challenges for the West, as they also play a key role in armaments.
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Commented by Stefan Feulner on August 7th, 2023 | 07:25 CEST
Breakthroughs in the hydrogen sector - Nikola, First Hydrogen, Plug Power
Just last week, the German cabinet approved the update of the National Hydrogen Strategy from 2020, which is now being further developed to meet the increased level of ambition in climate protection and the new challenges in the energy market. Hydrogen is seen as the missing piece of the energy transition puzzle, and not just for Germany. Considerable progress has been made in the development of vehicles powered by hydrogen and fuel cells. At the same time, many innovative companies from this sector appear promising in the long term after the correction.
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Commented by Juliane Zielonka on August 4th, 2023 | 07:40 CEST
Saturn Oil + Gas, Vonovia, First Hydrogen, VW - How energy and propulsion are changing the markets, winners, and losers
Saturn Oil & Gas is adding three experienced forces to its leadership team. Janet Yang brings her expertise in finance and strategy, Andrew Claugus is a versatile petroleum engineer, and Grant MacKenzie will serve as Chief Legal Officer. Their knowledge and years of experience in the oil and gas industry make them valuable resources for the Company and its future development. Vonovia is severely undervalued due to the current real estate situation in Germany. First Hydrogen is making strides with a hydrogen refueling that covers a distance of 630 km, while Volkswagen is reducing the production of its electric car, ID.4. Let's find out who the winners and losers are in the stock market this time.
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Commented by Stefan Feulner on August 3rd, 2023 | 07:10 CEST
The strategy works - Nikola, Power Nickel, CENIT AG
In today's economy, long-term success and sustainable growth are not a matter of chance but the result of careful strategies and wise decisions by experienced directors and managers. Successful business leaders are characterized by a clear vision, long-term planning and focused implementation. Only in this way can a company grow and generate long-term returns for its shareholders.
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Commented by Fabian Lorenz on August 2nd, 2023 | 09:55 CEST
Nikola Motors share unstoppable: Strong news also from BASF and Manuka Resources
Forget about a recession. These stocks are on the fast track or the verge of a breakout. For example, the Nikola share gained more than 15% in value yesterday. The reason was a new order in the US. This means that the shares of the manufacturer of zero-emission trucks have multiplied within two months. The Manuka Resources share could also be on the verge of a breakout. Due to the ramped-up gold production, exploration activities are expected to be financed through the next three years. An added kicker for the Australians could be their involvement in battery raw materials. As for BASF, the recent profit warning hardly affected them. Analysts express positivity, but the possibility of a dividend cut remains on the table.
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Commented by André Will-Laudien on August 1st, 2023 | 08:20 CEST
Which now? Battery power or hydrogen? BYD, Altech Advanced Materials, BASF, Nikola Motors
The question of what future mobility will look like has yet to be entirely resolved. Currently, the governments in office are propagating the electric drive. However, after the fire on the "Fremantle Highway" in the North Sea, the question of the safety of the Li-ion batteries currently in use has arisen again. And who will pay for the EUR 500 million damage to the wrecked freighter? This does not even take into account the possible ecological inferno for the North Sea. EV batteries are expensive and require enormous resources to produce, yet there is no legal obligation to dispose of used batteries properly. Very short-term thinking, but Berlin is currently shining on issues of a curious nature. Where are the opportunities for us investors?
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Commented by Fabian Lorenz on July 26th, 2023 | 07:10 CEST
Raw materials war - is China getting serious? BASF, Mercedes-Benz, Almonty Industries
Energy transition, smartphones, semiconductors, armaments and more are driving our hunger for critical raw materials. But woe betide if China gets serious and severely restricts the export of critical raw materials. There is already a foretaste: the minerals gallium and germanium can no longer be exported without Beijing's approval. China is by far the leading producer of critical raw materials and rare earths. The EU gets 71% of its gallium and 45% of its germanium from China. So it urgently needs alternative suppliers. In the case of tungsten, Almonty Industries could provide supply. The Company is on the verge of starting operations at a huge mine in South Korea. From 2024, sales and profits are expected to climb sharply. Mercedes could also benefit from this. The Stuttgart-based company has just announced plans to invest billions more in electromobility. BASF, on the other hand, is going straight to China.
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Commented by Armin Schulz on July 25th, 2023 | 10:05 CEST
Manuka Resources, JinkoSolar, BYD - Vanadium, a critical raw material in the energy transition
The energy transition is a crucial step towards a sustainable energy supply. The storage of solar energy and the optimization of batteries for electric vehicles are important topics in this context. Vanadium can play a key role in these areas. The critical raw material is used in the battery industry as a cathode material in redox flow batteries, primarily for energy storage. Whether vanadium will also find its way into batteries for electric vehicles remains to be seen. Originally, the material was used as an important alloying metal in structural and tool steels to refine the steel.
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Commented by André Will-Laudien on July 24th, 2023 | 08:20 CEST
BYD, Varta and FREYR - who will build the perfect battery? First Phosphate with a big deal!
E-mobility is still in its infancy globally, with just 25.9 million pure electric vehicles on the road out of around 1.3 billion vehicles worldwide. The share is, therefore, just under 2%. Nevertheless, sales are growing strongly, especially in China, Europe and the US. China is the most important production country for electric cars. It is forecast that around 13 million e-cars will be produced in the Middle Kingdom in 2023, more than in Germany and the US combined. The production costs of e-cars are still significantly higher than those of combustion engines. The main price drivers are the batteries, which use rare metals in their production. China's dominance in the field of battery innovations is currently still very pronounced. Where are the opportunities for investors?
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Commented by Nico Popp on July 20th, 2023 | 08:15 CEST
Turning point in uranium: ThyssenKrupp Nucera, GoviEx Uranium, Cameco
The energy issue is a concern for industry and citizens. Consumers, in particular, are now so unsettled that they have decided to wait and see. But passivity is not a good advisor. Within industry, it has long been clear that hydrogen is the key to climate neutrality - the successful IPO of ThyssenKrupp Nucera underscores this. But there are energy alternatives: An agreement between Canada and Ukraine shines a spotlight on uranium.
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